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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,270 | $202,342-64.8% | $172,753-58.7% | $152,909-53.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 17.42% | 1029.88%-1012.5pp | 803.00%-785.6pp | 345.46%-328.0pp |
| Employer contribution / active EE | $8,561 | $5,857+46.2% | $5,144+66.4% | $4,764+79.7% |
| Participant deferral / active EE | $7,256 | $5,948+22.0% | $5,198+39.6% | $5,851+24.0% |
| Admin fee / account holder | $1,835 | $17,112-89.3% | $13,956-86.9% | $11,601-84.2% |